Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.88%
6 Months
32.15%
18.21%
1 Year
16.77%
11.44%
3 Years
19.00%
9.27%
5 Years
20.10%
10.90%
Since Inception
27.01%
13.08%
Fund Age
6 yrs 10 mo
9 yrs
AUM
₹247.64 Cr
₹29.3 Cr
Alpha – 1 Year
13.79%
6.74%
Alpha – 3 Years
7.10%
−1.95%
Information Ratio – 3 Years
0.30
-0.21
Volatility – 1 Year
39.13%
23.26%
Volatility – 3 Years
29.47%
18.09%
Beta – 1 Year
1.87
1.21
Beta – 3 Years
1.36
0.98
Sharpe Ratio – 1 Year
0.42
0.35
Sharpe Ratio – 3 Years
0.55
0.32
Worst Rolling Year
15.03%
0.11%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−35.86%
−21.53%
Recovery Period
94 days
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
31.90%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 6% · M 32% · S 55%
Number of Stocks
42
23
Portfolio P/E
42.30
49.89
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
—
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%